SDWMA
Schneider Downs Wealth Management Advisors Portfolio holdings
AUM
$669M
This Quarter Return
+21.91%
1 Year Return
+13.49%
3 Year Return
+48.83%
5 Year Return
+81.42%
10 Year Return
–
AUM
$293M
AUM Growth
+$293M
(+7.3%)
Cap. Flow
-$36.5M
Cap. Flow
% of AUM
-12.46%
Top 10 Holdings %
Top 10 Hldgs %
77.82%
Holding
99
New
9
Increased
25
Reduced
25
Closed
6
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$3.56M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$2.85M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$1.52M |
| 4 |
IQ MacKay Municipal Intermediate ETF
MMIT
|
$1.4M |
| 5 |
Janus Henderson Short Duration Income ETF
VNLA
|
$1.06M |
Top Sells
Sector Composition
| 1 | Financials | 51.83% |
| 2 | Technology | 3.5% |
| 3 | Industrials | 0.58% |
| 4 | Consumer Discretionary | 0.57% |
| 5 | Consumer Staples | 0.46% |
